financial-planning

Diversification plays a key role in managing investment risk. Learn...

Learn why high-net-worth families benefit from working with a fiduciary advisor who prioritizes...

EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...

In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...

Explore tax-efficient gifting strategies—from annual exclusions to trusts—to help manage estate tax...

Explore tax strategies to consider when selling a high-value business, from transaction structuring...

Explore advanced strategies to help manage estate taxes when transferring wealth. Learn how trusts,...

EP Wealth’s Adrian Larson shares how to help prepare the next generation for responsible...

EP Wealth Financial Planning Manager, Eduardo Ramirez, CFP®, shares insights on investment...